Congress Asset Management’s Intuitive Surgical ISRG Stock Holding History

Congress Asset Management’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$120M	Sell	300,950 -11,460	-4%	-$5.01M	0.74%	46
2026 Q1	$144M	Sell	312,410 -2,121	-0.7%	-$1.07M	1.03%	20
2025 Q4	$178M	Sell	314,531 -4,955	-2%	-$2.64M	1.25%	13
2025 Q3	$143M	Buy	319,486 +3,931	+1%	+$1.89M	0.95%	28
2025 Q2	$171M	Buy	315,555 +2,847	+0.9%	+$1.49M	1.18%	20
2025 Q1	$155M	Buy	312,708 +5,078	+2%	+$2.81M	1.16%	15
2024 Q4	$161M	Buy	307,630 +364	+0.1%	+$190K	1.09%	14
2024 Q3	$151M	Buy	307,266 +2,868	+0.9%	+$1.34M	1.03%	21
2024 Q2	$135M	Buy	304,398 +6,813	+2%	+$2.71M	0.97%	32
2024 Q1	$119M	Buy	297,585 +2,161	+0.7%	+$817K	0.85%	52
2023 Q4	$99.7M	Buy	295,424 +2,826	+1%	+$842K	0.78%	58
2023 Q3	$85.5M	Buy	292,598 +6,620	+2%	+$2.07M	0.76%	65
2023 Q2	$97.8M	Buy	285,978 +5,052	+2%	+$1.53M	0.85%	57
2023 Q1	$71.8M	Sell	280,926 -9,823	-3%	-$2.42M	0.67%	74
2022 Q4	$77.2M	Buy	+290,749	New	+$70.9M	0.77%	69
2022 Q2	–	Sell	-2,380	Closed	-$718K	–	374
2022 Q1	$718K	Sell	2,380 -27	-1%	-$7.89K	0.01%	320
2021 Q4	$865K	Sell	2,407 -53	-2%	-$18.2K	0.01%	315
2021 Q3	$815K	Sell	2,460 -900	-27%	-$302K	0.01%	308
2021 Q2	$1.03M	Hold	3,360	–	–	0.01%	305
2021 Q1	$828K	Buy	3,360 +321	+11%	+$80.8K	0.01%	300
2020 Q4	$829K	Buy	3,039 +222	+8%	+$55.1K	0.01%	289
2020 Q3	$666K	Sell	2,817 -435	-13%	-$97.7K	0.01%	278
2020 Q2	$618K	Sell	3,252 -12,102	-79%	-$2.17M	0.01%	278
2020 Q1	$2.53M	Sell	15,354 -319,353	-95%	-$58.5M	0.04%	195
2019 Q4	$66M	Buy	334,707 +759	+0.2%	+$142K	0.8%	66
2019 Q3	$60.1M	Buy	333,948 +8,598	+3%	+$1.49M	0.77%	73
2019 Q2	$56.9M	Buy	325,350 +14,265	+5%	+$2.44M	0.72%	72
2019 Q1	$59.2M	Buy	311,085 +1,437	+0.5%	+$255K	0.77%	68
2018 Q4	$49.4M	Buy	309,648 +9,408	+3%	+$1.59M	0.74%	70
2018 Q3	$57.4M	Buy	300,240 +8,484	+3%	+$1.51M	0.74%	66
2018 Q2	$46.5M	Buy	291,756 +281,178	+2,658%	+$42.9M	0.64%	74
2018 Q1	$1.46M	Sell	10,578 -255	-2%	-$35.6K	0.02%	296
2017 Q4	$1.32M	Sell	10,833 -1,209	-10%	-$151K	0.02%	291
2017 Q3	$1.4M	Sell	12,042 -1,440	-11%	-$157K	0.02%	297
2017 Q2	$1.4M	Sell	13,482 -297	-2%	-$28.5K	0.03%	188
2017 Q1	$1.17M	Sell	13,779 -837	-6%	-$66.1K	0.02%	190
2016 Q4	$1.03M	Buy	14,616 +1,278	+10%	+$94K	0.02%	184
2016 Q3	$1.07M	Buy	+13,338	New	+$1.02M	0.02%	184
2013 Q3	–	Sell	-7,245	Closed	-$407K	–	225
2013 Q2	$407K	Buy	+7,245	New	+$399K	0.01%	195

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Congress Asset Management's ISRG Position: Q2 2026 in Review

Congress Asset Management reduced its Intuitive Surgical (ISRG) stake by 3.7% in Q2 2026, selling an estimated $5.01M and leaving 300,950 shares worth $120M. The position accounts for 0.74% of the portfolio, ranked #46.

Congress Asset Management first reported a position in ISRG in Q2 2013 and has held it in 39 quarters since. The position peaked at $178M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Congress Asset Management held 300,950 shares of Intuitive Surgical worth $120M as of Q2 2026.
Congress Asset Management sold 11,460 Intuitive Surgical shares in Q2 2026, an estimated $5.01M.
Intuitive Surgical made up 0.74% of Congress Asset Management's portfolio in Q2 2026, its #46 holding.
Congress Asset Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 39 quarters since.
Congress Asset Management's Intuitive Surgical position peaked at $178M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.